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![KeithTradeSmith Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1583453781747965953.png) Keith Kaplan [@KeithTradeSmith](/creator/twitter/KeithTradeSmith) on x 1213 followers
Created: 2025-07-18 11:34:00 UTC

BULLISH SENTIMENT:  Consumer Discretionary $XLY is outperforming Consumer Staples $XLP in the aftermath of the "Big Beautiful Bill" becoming law. 

Wall Street continues to unwind the defensive positions they built up earlier this year as they rotate into more aggressive profit-generating positions.

The tide is rising - great chart from @swadehansen.

![](https://pbs.twimg.com/media/GwE3ZK3XMAALtVf.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946171592888778852/c:line.svg)

**Related Topics**
[tide](/topic/tide)
[wall street](/topic/wall-street)
[$xlp](/topic/$xlp)
[staples](/topic/staples)
[$xly](/topic/$xly)
[Sentiment](/topic/sentiment)

[Post Link](https://x.com/KeithTradeSmith/status/1946171592888778852)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

KeithTradeSmith Avatar Keith Kaplan @KeithTradeSmith on x 1213 followers Created: 2025-07-18 11:34:00 UTC

BULLISH SENTIMENT: Consumer Discretionary $XLY is outperforming Consumer Staples $XLP in the aftermath of the "Big Beautiful Bill" becoming law.

Wall Street continues to unwind the defensive positions they built up earlier this year as they rotate into more aggressive profit-generating positions.

The tide is rising - great chart from @swadehansen.

XXX engagements

Engagements Line Chart

Related Topics tide wall street $xlp staples $xly Sentiment

Post Link

post/tweet::1946171592888778852
/post/tweet::1946171592888778852